Your opportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.Schwab Retirement Plan Services, an affiliate of Charles Schwab & Co., Inc. is one of the leading providers of bundled retirement plan services. For mid-to-large-sized companies, Schwab offers full-service retirement plans featuring complete retirement services from a single source. Schwab’s combined expertise in recordkeeping and related services, investment choice and award-winning participant experience (including retirement plan advice) and high-end technology helps employers offer competitive employee benefits.Our Event Management Team objective is to build and strengthen relationships by coordinating high quality and engaging education events for participants, sponsors and consultants. We support Workplace Financial Services by consulting to the participant experience, preparing templated content solutions, and providing technical expertise for virtual delivery.As an Education Event Manager, you will coordinate high quality digital and onsite education events for plan participants, encompassing both retirement plans, equity compensation plans, and related services.
Serve as the point-person to coordinate employee workshop events
Consult business partners and clients on the planning process and logistics related to the event
Assist service team members (RM’s/CC’s) in supporting client needs and requests by finding creative and scalable solutions
Engage internal teams and resources to address specific education needs
Assign resources, gather materials, and coordinate with both clients and internal partners
Ensure the quality and on-time completion of all necessary event deliverables
Provide technical and production support for digital events
Provide support in preparing and maintaining internal control documents required for workshop metrics and reporting
Additional duties as needed
What you haveTo ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.Required Qualifications
Bachelor’s degree or equivalent experience
3-5 years experience in retirement plan and/or equity compensation plan services field
3-5 years experience in project management and/or direct client support
Demonstrated effective project management skills
Proven ability to influence others and inspire action
Collaborative with proven ability to develop internal and external partnerships
Articulate communicator with good listening skills
Demonstrated attention to detail, creativity, and the ability to multi-task
Able to work independently and make appropriate decisions to ensure positive outcomes
Able to handle deadline pressure, drive projects to completion, and keep people informed
Committed focus to produce high quality work
Working knowledge of Microsoft Office applications
Preferred Qualifications:
Experience with workflow/project management and/or virtual webcast applications a plus
In addition to the salary range, this role is also eligible for bonus or incentive opportunitiesWhat’s in it for youAt Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.We offer a competitive benefits package that takes care of the whole you – both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
What’s in it for you:At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.We offer a competitive benefits package that takes care of the whole you – both today and in the future:401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insuranceSchwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
